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JPMorgan AWM Account Transfers Analyst Argentina, Autonomous City of Buenos Aires, Buenos Aires 262153200
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J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
The Department is organized into 8 functions:ACAT Receive,ACAT Delivery,Non-ACAT Receive,Non-ACAT Delivery,Direct Registration Service (“DRS”),Mutual Fund Transfers Receives,Mutual Fund Transfers Deliveries and
(8)Fail Reversals.
As an Account Transfers Analyst, you will be responsible for operations processes and controls embedded in the daily workflow within your specific function.
Responsibilities:
- Understand the function and relevant processes end to end. Cross training is implemented in a monthly basis, giving the team resiliency tools for back up.
- Understand the fundamental concepts related to operational flow
- Perform day-to-day operations which may include facilitating settlements, transfers, cashiers, asset servicing or reconciliation
- Identify issues, analyze problems and provide viable solutions
- Attend regular group meetings with managers to ensure appropriate communication; escalate issues; incorporate feedback into day-to-day processes
- Adhere to operating procedures; ensure procedures are up to date; non routine tasks should be reviewed and documented as necessary
Skillsets:
- Written and oral English skills (used on daily basis with the US counterparties when performing callbacks and sending emails to Financial Advisors and Contra firms)
- Bachelor’s degree or equivalent, preferred
- Strong attention to details
- Ability to prioritize workload from different sources
- Able to deal with deadlines to meet the daily cut offs.
- Ability to analyze a process, identify and implement improvements
- Ability to adapt and be flexible in a team environment
- Ability to demonstrate a strong client focus
- Team player, within Transfers space and with other teams that work alongside with Transfers.
- Proficient in Microsoft Office ie. Word, Excel, Access, Outlook
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